CMF
PRIM icon

Counterpoint Mutual Funds’s Primoris Services PRIM Stock Holding History

Counterpoint Mutual Funds’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,096
Closed -$508K – 453
2025
Q4 		$508K Buy
4,096
+1,008
+33% +$132K 0.04% 92
2025
Q3 		$424K Sell
3,088
-2,130
-41% -$229K 0.03% 204
2025
Q2 		$407K Sell
5,218
-1,208
-19% -$81.9K 0.04% 162
2025
Q1 		$369K Sell
6,426
-13,083
-67% -$946K 0.05% 204
2024
Q4 		$1.49M Buy
19,509
+15,053
+338% +$1.1M 0.19% 30
2024
Q3 		$259K Buy
4,456
+88
+2% +$4.7K 0.05% 197
2024
Q2 		$218K Buy
+4,368
New +$216K 0.05% 159
2023
Q3 		– Sell
-4,120
Closed -$126K – 429
2023
Q2 		$126K Buy
+4,120
New +$110K 0.12% 126

Other funds holding PRIM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return